Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership21,639 shares
Latest Disclosed Value $ 10,369,409
BKD Wealth Advisors, LLC reports 1.22% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 21,639 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $10,369,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,906 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,639 -267 -1.22 10,369 -5.83 0.1968
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,906 145 0.67 11,011 0.65 0.2079
2025-10-30 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,761 -525 -2.36 10,940 1.06 0.2173
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,286 13 0.06 10,826 -8.74 0.2335
2025-05-13 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,273 -1,378 -5.83 11,862 10.65 0.2845
2025-02-04 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,651 -229 -0.96 10,721 -2.47 0.2471
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,880 1,878 8.54 10,991 22.80 0.2526
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,002 -441 -1.96 8,950 -5.16 0.2234
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,443 -221 -0.98 9,438 16.75 0.2398
2024-01-11 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,664 -9,245 -28.97 8,083 -27.68 0.2250
2023-10-26 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,909 1,307 4.27 11,178 7.11 0.3373
2023-08-08 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,602 322 1.06 10,435 11.62 0.3057
2023-04-27 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,280 247 0.82 9,350 0.78 0.3061
2023-02-03 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,033 -1,466 -4.65 9,277 10.30 0.3243
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,499 132 0.42 8,411 -1.79 0.3395
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,367 31,367 8,564 0.3465
2022-05-09 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -21,070 -100.00 0 -100.00
2022-01-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,070 -314 -1.47 6,300 7.95 0.2651
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,384 -97 -0.45 5,836 -2.24 0.2682
2021-07-14 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,481 -2,235 -9.42 5,970 -1.47 0.2778
2021-04-23 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,716 -3,448 -12.69 6,059 -3.81 0.3010
2021-01-22 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,164 2,150 8.60 6,299 18.27 0.3155
2020-11-05 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,014 1,367 5.78 5,326 26.18 0.3102
2020-07-15 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,647 -256 -1.07 4,221 -3.41 0.2734
2020-04-10 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,903 -2,389 -9.09 4,370 -26.62 0.3583
2020-01-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,292 2,473 10.38 5,955 20.18 0.4290
2019-10-28 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,819 328 1.40 4,955 -1.04 0.3964
2019-07-10 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,491 23,491 5,007 0.4058
2018-10-09 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -23,131 -100.00 0 -100.00
2018-07-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,131 23,131 4,317 0.4194
2018-05-25 2018-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -27,178 -100.00 0 -100.00
2018-01-18 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,178 1,393 5.40 5,387 13.96 0.5388
2017-10-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,785 1,765 7.35 4,727 16.20 0.5201
2017-07-10 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,020 1,624 7.25 4,068 8.97 0.4612
2017-04-13 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,396 223 1.01 3,733 3.29 0.4558
2017-01-06 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,173 1,206 5.75 3,614 19.31 0.4726
2016-10-18 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,967 1,089 5.48 3,029 5.25 0.4218
2016-07-12 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,878 148 0.75 2,878 2.82 0.4276
2016-04-12 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,730 3,382 20.69 2,799 29.64 0.4467
2016-01-26 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,348 4,505 38.04 2,159 39.83 0.3247
2015-11-10 2015-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,843 315 2.73 1,544 -1.59 0.2719
2015-10-13 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,843 315 1,544 0.2608
2015-07-08 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,528 884 8.31 1,569 2.15 0.2352
2015-04-16 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,644 -503 -4.51 1,536 -8.24 0.2224
2015-02-26 2014-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,147 636 6.05 1,674 15.29 0.2738
2015-01-15 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,972 461 1,627 0.2514
2015-02-26 2014-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,511 5 0.05 1,452 9.17 0.2507
2014-10-10 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,397 891 1,590 0.2592
2015-02-26 2014-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,506 -962 -8.39 1,330 -6.93 0.2267
2014-07-11 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,292 -176 1,429 0.2275
2014-04-29 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,468 0 0.00 1,429 5.07 0.2526
2014-01-14 2013-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,468 107 0.94 1,360 5.43 0.2518
2014-01-13 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,936 2,717
2014-01-16 2013-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,361 704 6.61 1,290 8.13 0.2645
2013-11-14 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,722 2,582
2013-07-19 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,657 10,657 1,193 0.9447
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.